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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Acropolis Investment Management
Missouri
$17.9M +$727K +4,950 +5%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$17.1M -$286K -1,951 -2%
BIA
53
Bell Investment Advisors
California
$16.9M -$1.26M -8,554 -7%
SFS
54
Strategic Financial Services
New York
$16.5M +$508K +3,459 +3%
GT
55
Glenview Trust
Kentucky
$16.1M -$2.4M -16,348 -14%
OC
56
Oppenheimer & Co
New York
$15.7M -$150K -1,024 -1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$14.3M -$6.79M -46,283 -34%
MWP
58
Meredith Wealth Planning
Illinois
$14.1M -$4.97M -33,852 -27%
JAG
59
Journey Advisory Group
Kentucky
$14M -$707K -4,814 -5%
SWG
60
Summit Wealth Group
Vermont
$13.8M +$248K +1,690 +2%
FIA
61
Foundations Investment Advisors
Arizona
$13.7M +$1.2M +8,197 +11%
TWM
62
Trinity Wealth Management
Pennsylvania
$13.5M -$346K -2,357 -3%
M&T Bank
63
M&T Bank
New York
$12.3M -$2.59M -17,647 -18%
PAG
64
Private Advisor Group
New Jersey
$11.1M -$464K -3,163 -4%
SWMG
65
Sanchez Wealth Management Group
Florida
$11M -$14.4K -98 -0.1%
QAM
66
Q3 Asset Management
Michigan
$10.9M +$9.47M +64,500 New
MPW
67
MA Private Wealth
California
$10.6M +$345K +2,350 +4%
CPC
68
Consolidated Planning Corp
Georgia
$10.2M +$2.5M +17,004 +35%
MML Investors Services
69
MML Investors Services
Massachusetts
$9.93M -$720K -4,908 -7%
GOCP
70
Great Oak Capital Partners
Massachusetts
$9.87M +$9.24M +62,937 New
AWA
71
ARQ Wealth Advisors
Arizona
$9.86M +$1.48M +10,080 +19%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$9.82M -$32K -218 -0.3%
SPWM
73
Straight Path Wealth Management
Michigan
$9.48M +$714K +4,865 +9%
Franklin Resources
74
Franklin Resources
California
$9.41M +$2.44M +16,611 +38%
Two Sigma Investments
75
Two Sigma Investments
New York
$9.3M -$9.95M -67,800 -53%